Recent Quarter Total Invested
$71.35 M
Recent Quarter Institutional Ownership Percentage
63.26%
Total Invested of Last Quarter
$58.47 M
Ownership Percentage of Last Quarter
62.52%
Oportun Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 3.76 M | $10.91 M | 0.00% | 9.67% |
| FINDELL CAPITAL MANAGEMENT LLC | 08/14/2024 | 3.47 M | $10.06 M | 71.68% | 8.92% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 08/14/2024 | 1.74 M | $5.05 M | 6.04% | 4.47% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 1.51 M | $4.37 M | 26.38% | 3.87% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 1.45 M | $4.20 M | 107.36% | 3.72% |
| VANGUARD GROUP INC | 08/13/2024 | 1.31 M | $3.81 M | 1.63% | 3.38% |
| BLACKROCK INC. | 08/13/2024 | 848,021 | $2.46 M | -29.97% | 2.18% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 781,787 | $2.27 M | -3.87% | 2.01% |
| EMG HOLDINGS, L.P. | 08/12/2024 | 711,631 | $2.06 M | -67.80% | 1.83% |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 08/14/2024 | 694,435 | $2.01 M | -8.43% | 1.79% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 664,460 | $1.93 M | 23.66% | 1.71% |
| MADRONE ADVISORS, LLC | 08/14/2024 | 623,295 | $1.81 M | 0.00% | 1.60% |
| GLYNN CAPITAL MANAGEMENT LLC | 08/02/2024 | 588,233 | $1.71 M | 0.00% | 1.51% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 582,391 | $1.69 M | -0.67% | 1.50% |
| SUMMA CORP. | 07/30/2024 | 563,808 | $1.64 M | 0.00% | 1.45% |
| ACUITAS INVESTMENTS, LLC | 08/05/2024 | 543,634 | $1.58 M | 100.00% | 1.40% |
| RBF CAPITAL, LLC | 08/14/2024 | 534,902 | $1.55 M | 0.00% | 1.38% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 349,700 | $1.01 M | 12.84% | 0.90% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 321,592 | $932,617 | 2.41% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 311,535 | $903,451 | 14.96% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 296,767 | $860,840 | -2.13% | 0.76% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 276,253 | $801,134 | 5.60% | 0.71% |
| MARSHALL WACE, LLP | 08/14/2024 | 274,969 | $797,411 | 53.33% | 0.71% |
| MORGAN STANLEY | 10/17/2024 | 263,207 | $763,300 | -25.93% | 0.68% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 227,000 | $658,300 | 16.06% | 0.58% |
| BERGER FINANCIAL GROUP, INC | 08/14/2024 | 175,610 | $509,269 | 0.00% | 0.45% |
| INVESCO LTD. | 08/13/2024 | 165,227 | $479,158 | 1.17% | 0.42% |
| CITADEL ADVISORS LLC | 08/14/2024 | 118,090 | $342,461 | 61.41% | 0.30% |
| TEJARA CAPITAL LTD | 08/14/2024 | 107,553 | $311,904 | -40.52% | 0.28% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 104,992 | $304,477 | 7.76% | 0.27% |
| STATE STREET CORP | 08/14/2024 | 103,783 | $300,971 | 7.57% | 0.27% |
| WALLEYE CAPITAL LLC | 08/14/2024 | 97,884 | $283,864 | 100.00% | 0.25% |
| JPMORGAN CHASE & CO | 08/12/2024 | 83,888 | $243,275 | 5.30% | 0.22% |
| GLOBEFLEX CAPITAL L P | 08/13/2024 | 81,800 | $237,220 | 0.00% | 0.21% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 08/15/2024 | 67,500 | $196,000 | 28.57% | 0.17% |
| CITADEL ADVISORS LLC | 08/14/2024 | 62,200 | $180,380 | 919.67% | 0.16% |
| AMUNDI | 08/14/2024 | 60,172 | $155,244 | 100.00% | 0.15% |
| HST VENTURES, LLC | 08/14/2024 | 58,056 | $168,362 | 100.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 57,785 | $167,576 | 35.16% | 0.15% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 52,642 | $152,662 | 50.23% | 0.14% |
| NORTHERN TRUST CORP | 08/14/2024 | 51,227 | $148,558 | -11.30% | 0.13% |
| FEDERATED HERMES, INC. | 08/08/2024 | 50,000 | $145,000 | -44.44% | 0.13% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 44,783 | $129,871 | -5.67% | 0.12% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 43,497 | $126,000 | -16.13% | 0.11% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 40,565 | $118,000 | -22.48% | 0.10% |
| DAG VENTURES, LLC | 08/14/2024 | 38,452 | $111,511 | 0.00% | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 37,161 | $107,767 | -15.63% | 0.10% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 36,529 | $105,934 | -2.01% | 0.09% |
| FLAHARTY ASSET MANAGEMENT, LLC | 08/01/2024 | 35,000 | $101,500 | 75.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 27,061 | $78,477 | -91.09% | 0.07% |
Oportun Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of OPRT shares?
During the previous two years, 87 institutional investors and hedge funds held shares of Oportun Financial Corporation. The most heavily invested institutionals were:
Global Retirement Partners, LLC: 0
Neuberger Berman Group LLC: 3.76 M
FINDELL CAPITAL MANAGEMENT LLC: 3.47 M
Long Focus Capital Management, LLC: 1.74 M
MILLENNIUM MANAGEMENT LLC: 1.51 M
BOOTHBAY FUND MANAGEMENT, LLC: 1.45 M
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What percentage of Oportun Financial Corporation stock is owned by institutional investors?
63.26% of Oportun Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at OPRT ?
Institutional investors have bought a total of 26.42 M shares in the last 24 months. This purchase volume represents approximately $81.90 M in transactions.